Key Points Netflix has lost out on deals recently. The lost deals highlight the increasingly competitive nature of its business. The company’s valuation in the recent past likely also played a role in its decline. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) executed a 10-for-1 stock split after the trading session … Read more
Ford Could Make $500 Million From AI. Is Now the Time to Buy?
The whipping post
Key Points Ford is shifting from its EV battery tech to energy storage as data centers use more energy. Some analysts estimate the company will generate $500 million in operating profit from Ford Energy by 2030. Ford Energy could be a good move for the company, but it’s not worth buying Ford stock because of … Read more
Is PVH Stock a Value Buy After Earnings Strength and Flat Sales?
The whipping post
PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat. The answer depends on how investors weigh brand execution and tariff offsets against softer … Read more
Better Buy: AMD vs. Intel After Intel's Monster Run
Key Points Intel’s stock has surged about 520% over the past year, driven by its foundry turnaround and surging demand for its server processors. AMD’s data center revenue jumped 57% year over year in the first quarter, led by its EPYC processors and Instinct AI chips. Intel now trades at nearly twice AMD’s forward price-to-earnings … Read more
Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own
Key Points Nvidia’s Vera Rubin platform is yet another growth catalyst for this top artificial intelligence stock. Broadcom is becoming a leader in AI chips for inference workloads. Vertiv is a key infrastructure stock with massive growth potential as data center construction continues. 10 stocks we like better than Nvidia › Artificial intelligence (AI) is … Read more